Infosys Shares Jump 4% on Strategic AI Partnership with Anthropic

• Infosys shares surged 4% after announcing a strategic collaboration with Anthropic for advanced enterprise AI solutions.
• The partnership will initially focus on the telecom sector, establishing an Anthropic Center of Excellence to deploy industry-specific AI agents.
• The collaboration integrates Anthropic's Claude models with Infosys Topaz AI offerings to automate workflows, accelerate software development, and ensure AI governance.
• A key focus is on agentic AI, enabling systems to independently execute multi-step tasks like claims processing and code generation.
• Infosys estimates the AI-first services opportunity could reach $300-400 billion by 2030, identifying six emerging AI value pools.